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Match kicks off next week with plenty of economic data on tap, including manufacturing and services readings, as well as employment data.
The Federal Reserve's October and December 2025 rate cuts were premature, given distorted data from the government shutdown and persistent inflation. Core PCE inflation accelerated to 3.0% in December, well above the Fed's 2.0% target, while unemployment remains low at 4.3%.
The EU has demanded that the United States stick to the terms of a trade deal they agreed last year after the U.S. Supreme Court struck down President Donald Trump's global tariffs and he responded with a new, across-the-board import surcharge.
A muted VIX masks roiling volatility elsewhere in the market. It's worth watching.
Recent market rotation has pushed value sectors like materials, energy, and utilities to outperform the S&P 500 YTD, despite lackluster earnings growth. Valuations in traditional value sectors have expanded rapidly, with some now appearing stretched and potentially unattractive even to value investors.
Federal Reserve Governor Stephen Miran joins 'Mornings with Maria' to discuss bank overregulation, rate cut expectations and why he believes inflation is no longer a major threat.
BAE Systems trades in a buy zone, announced more than $500 million in defense contracts this week. Boeing lands defense awards.
SUMMARY We view Kevin Warsh as a credible choice for Fed Chair. Software companies' shares have struggled as AI upstarts gain traction.
The NASDAQ broke a five-week losing streak last week with a rise of 1.5% despite numerous negative headline events. Despite increased turmoil on multiple fronts, volatility remains low, and is symptomatic of investor complacency.
As U.S. equities selloff on fears of AI-related disruption, oversees markets may offer investors stronger returns.
Over the next four trading days, approximately $137 billion in Treasury settlements will drain liquidity from markets. Settlement days historically pressure risk assets, with equities and Bitcoin showing notable underperformance versus non-settlement days.
Optimism may seem scarce in the headlines, but a bullish trend still powers global asset allocation strategies, based on a set of ETFs through yesterday's close (Feb. 25). Although the risk appetite from a global perspective has periodically wavered in recent history, betting against the trend has been a losing proposition.
U.S. stocks traded mostly lower this morning, with the Nasdaq Composite dipping more than 350 points on Thursday.
Beast Industries CEO Jeff Housenbold told CNBC on Thursday that prediction markets are "ripe for abuse" after Kalshi fined a MrBeast employee for insider trading.
Valuation arguments and earnings momentum favor the rest of the world and emerging markets over the U.S.
Federal Reserve governor Stephen Miran said he thinks the Fed needs to cut interest rates by about a percentage point this year.
Applications for US unemployment benefits rose by less than expected for the week that included the Presidents Day holiday, as initial claims increased by 4,000 to 212,000. Michael McKee reports on Bloomberg Television.
Jay Woods, Chief Market Strategist at Freedom Capital Markets; Seana Smith, Senior Investment Strategist at Global X ETFs; and Eric Mandl, Senior Managing Director at Guggenheim Securities say strong tech results eased AI fears, but volatility, geopolitics, and rotation into energy keep markets cautious.
Hyperscalers like Amazon, Microsoft, Google, and Meta are the true long-term winners, acting as 'AI utilities' with expanding moats. The current market rotation from tech to industrials and energy is often misunderstood and risks missing the compounding power of hyperscalers.
It's the $64 trillion question—will there be a stock market crash soon? #StockMarket #Investing #WSJ